Charles Cannon
Charles Cannon is a CFP-designated registered investment advisor at Wealth Watch Advisors, INC, based in Tigard, OR, with 10 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 3,533 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Watch Advisors manages your investments through third-party sub-advisors. The annual management fee ranges from 0.77% to 1.95% of your portfolio, calculated monthly based on the average daily balance. This fee covers Wealth Watch, the sub-advisor, and the registered investment representative. A technology fee of up to $40 per account is assessed annually. Discounted fees are available based on the total value of your household's managed assets. Fees are negotiable within the stated range.
Location
Tigard, OR
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Regulatory History (1)
Financial
November 2016Other Business ActivitiesSells Insurance
Charles is involved with Cannon Insurance Solutions, Inc., selling various insurance products. This investment-related business takes a few hours per week.
Employment History
Current Registrations
Wealth Watch Advisors, INC
Previous Registrations
Impact Partnership Wealth, LLC
Aegis Wealth Management, INC.
Specialized Advisors
Secure Investment Management, LLC
1st Global Advisors INC
Signator Investors, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.